PUREfi Wealth, LLC

SEC CIK: 0002001520
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by PUREfi Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 1,271
Value: $265.7K
% of portfolio: 0.1%
Quarters held: 2; Since Q4 2024

Holdings of MS by PUREfi Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,271	$265.7K	0.1%	+1,271	New	Holders
Q1 2025	0	$0	0.0%	−4,273−100.0%	Sold out	Holders
Q4 2024	4,273	$537.2K	0.5%	–	No prior filing	Holders